Eli's Village

Are you wondering why you should work with a financial advisor? Let me share some insights with you! Expertise: Financial advisors are trained professionals who have in-depth knowledge and experience in managing finances. They can provide valuable guidance tailored to your unique financial goals and circumstances. Goal-oriented approach: Working with a financial advisor helps you set clear financial goals and develop a strategic plan to achieve them. They can assist you in creating a roadmap for your financial future, whether it's saving for retirement, buying a home, or starting a business. Investment strategies: Financial advisors have access to a wide range of investment options and can help you make informed decisions based on your risk tolerance and financial objectives. They can assist in diversifying your portfolio and maximizing your returns. Peace of mind: By working with a financial advisor, you gain peace of mind knowing that a professional is overseeing your financial affairs. They can monitor your progress, make adjustments as needed, and provide ongoing support and guidance.

Everyone has heard horror stories of how stressful applying for SSI can be. We are excited to hear that Social Security is also hearing these stories and aiming to improve the process! Looking forward to seeing if the roll out of iClaim helps improves this process! Learn more about how Social Security is working on improving the application process at the link below. https://lnkd.in/erPSC_Vq

Are you wondering why you should work with a financial advisor? Let me share some insights with you! Expertise: Financial advisors are trained professionals who have in-depth knowledge and experience in managing finances. They can provide valuable guidance tailored to your unique financial goals and circumstances. Goal-oriented approach: Working with a financial advisor helps you set clear financial goals and develop a strategic plan to achieve them. They can assist you in creating a roadmap for your financial future, whether it's saving for retirement, buying a home, or starting a business. Investment strategies: Financial advisors have access to a wide range of investment options and can help you make informed decisions based on your risk tolerance and financial objectives. They can assist in diversifying your portfolio and maximizing your returns. Peace of mind: By working with a financial advisor, you gain peace of mind knowing that a professional is overseeing your financial affairs. They can monitor your progress, make adjustments as needed, and provide ongoing support and guidance.

Happy National ABLE Savings Day! An ABLE account is such a wonderful tool when planning for the future for individuals who have been diagnosed with a disability. If you or your loved one is interested in learning more about ABLE accounts and other ways to financial plan for your families future we would love to schedule some time to chat. https://lnkd.in/eVDwaqHJ.

ABLE Accounts are such a wonderful tool to help save for future expenses while maintaining benefits such as a Medicaid Waiver or SSI.

Our Team is excited to announce that due to popular demand we will be hosting our webinar "Live the Life Imagined: Comprehensive Special Needs Planning Strategies" again on July 11th. This will be an opportunity to discover comprehensive planning strategies encompassing financial planning and public benefit aspects as you prepare for your family's future. This presentation will guide you through essential considerations and empower you to make informed decisions on topics such as Specical Needs Trusts, ABLE Accounts, Decision Making Models and more. This is a free Webinar but advanced registration is needed : https://lnkd.in/e7KCh2yx

Navigating the labyrinth of disability services can be incredibly challenging for families. From understanding eligibility requirements to managing the paperwork for various benefits, the process often feels like a full-time job. This is where a Concierge Case Manager can make a world of difference. Here's how a Concierge Case Manager can help your family: ?? Simplifying Benefit Applications: Whether it's SSI, Medicaid, or other disability benefits, applying can be overwhelming. A concierge case manager guides you through the application process to help ensure forms are filled out appropretly and renewls are completed on time. ?? Researching and Applying for Services: There are many diffrent disability services available, but finding the right ones can feel overwhelming. From summer camps to group homes, your concierge case manager will research and identify options for your loved one and help with the application process. ?? Individualized Care Plan: Emergencies can arise at any time. Having a comprehensive, individualized care plan in place helps ensure nothing is missed. A concierge case manager works with your family to develop a detailed plan tailored to your loved one’s needs, providing a clear roadmap of your loved ones support needs. ?? Advocacy and Support: Navigating disabilitiy services and benefits can be frustrating. Your concierge case manager will advocate on behalf of your loved one while offering continuous support and guidance. At Eli's Village, we are committed to making a positive impact in the lives of families to help provide you with peace of mind. ?? Let us be your partner in this journey. Reach out to learn more about how we can help your family plan for a brighter future.

Planning for the future? Life insurance can be a key tool in special needs planning! Because it helps ensures your loved one with a disability is financially protected, by providing funds for care and services beyond government benefits. Interested in learning more about life insurance and how it can provide for your child's future give us a call today.

Ensuring a bright future for your loved one with special needs starts with the right financial plan. At Eli's Village, we specialize in crafting personalized financial strategies tailored to the unique needs of your family. Our expert team understands the challenges families face when planning for the long-term care and financial security of a loved one with special needs. We will come along side you to guide you through the process with a focus on compassion, expertise, and a commitment to your family's well-being. Contact us today to schedule a connection meeting!

Our team at Eli's Village is excited to join the folks with DBHDS and the IFSP councils to learn more about the DD waiver waitlist. We hope to see you there too! https://ow.ly/2vtf50RsVee